Goldman Sachs Global Multi-Asset Income Portfolio Other Currency EUR Hedged (Gross MDist)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | -1.1 | |
+/-Cat | - | - | - | - | -2.2 | |
+/-B’mrk | - | - | - | - | -2.6 | |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 13/05/2024 | EUR 101.41 | |
Day Change | -0.03% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU2614247034 | |
Fund Size (Mil) 13/05/2024 | USD 480.89 | |
Share Class Size (Mil) 13/05/2024 | EUR 0.01 | |
Max Initial Charge | 5.50% | |
Ongoing Charge 07/02/2024 | 1.50% |
Investment Objective: Goldman Sachs Global Multi-Asset Income Portfolio Other Currency EUR Hedged (Gross MDist) |
The Portfolio seeks total returns consisting predominantly of income with the potential for capital appreciation by investing primarily in equity and fixed income securities, with a focus on higher income yielding securities. The Portfolio will, under normal circumstances, invest at least two thirds of its net assets in equity and/or equity related Transferable Securities and fixed income Transferable Securities of issuers located anywhere in the world. The Investment Adviser will generally seek to predominantly hedge the Portfolio’s currency exposure back to the US Dollar. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
David Copsey 28/12/2018 | ||
Alexandra Wilson-Elizondo 30/09/2022 | ||
Click here to see others | ||
Inception Date 10/05/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
40% MSCI World 100% Hdg NR USD , 40% ICE BofA US HY BB-B Cons hdg TR USD , 20% Bloomberg Gbl Agg Corp TR USD | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Goldman Sachs Global Multi-Asset Income Portfolio Other Currency EUR Hedged (Gross MDist) | 31/03/2024 |
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